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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Beacon ember
- Established Date
- 01-07-1998
- Office Locations
- 2
Office Locations
About Capital Strategies, Inc.
Capital Strategies, Inc. is an Indianapolis-based, fee-only RIA providing investment supervisory services, investment management, and financial education programs for individuals, trustees, and corporations nationwide. Portfolios primarily use public funds and ETFs. The firm partners with academic researchers to study workplace financial education and advice, bringing evidence-based insights to consulting and investment decisions and positioning itself as independent rather than a product distribution channel.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Services
Technology
Owner & Executives
FRANK DAVID BIXLER JR
DIRECTOR, Marketing Director, President
- CRD
- #1298321
- Ownership
- 75% or more
JEFFREY PAUL DEGEETER
DIRECTOR, Secretary, TREASURER, Vice President
- CRD
- #4642064
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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RICHARD C. NYE
Director
- CRD
- #5495357
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,106,845 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,106,845 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,106,845
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,310,838,329 | 53.6% |
| Public Funds | $469,554,028 | 19.2% |
| Cash | $665,201,540 | 27.2% |
| Total | $2,445,593,897 | 100.0% |